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Savant Capital’s iShares Select Dividend ETF DVY Stock Holding History

Savant Capital’s Portfolio DVY Stock Details DVY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.85M Buy
18,086
+5,496
+44% +$846K 0.01% 518
2026
Q1 		$1.91M Buy
12,590
+3,095
+33% +$467K 0.01% 438
2025
Q4 		$1.34M Buy
9,495
+1,555
+20% +$220K 0.01% 493
2025
Q3 		$1.13M Sell
7,940
-1,759
-18% -$244K 0.01% 539
2025
Q2 		$1.29M Sell
9,699
-692
-7% -$89.6K 0.01% 448
2025
Q1 		$1.4M Sell
10,391
-260
-2% -$34.9K 0.01% 398
2024
Q4 		$1.4M Sell
10,651
-579
-5% -$78.9K 0.01% 547
2024
Q3 		$1.52M Buy
11,230
+1,030
+10% +$133K 0.01% 510
2024
Q2 		$1.23M Buy
10,200
+1,130
+12% +$137K 0.01% 524
2024
Q1 		$1.12M Sell
9,070
-817
-8% -$95.7K 0.01% 508
2023
Q4 		$1.16M Sell
9,887
-341
-3% -$37.5K 0.01% 385
2023
Q3 		$1.1M Sell
10,228
-88
-0.9% -$10K 0.02% 367
2023
Q2 		$1.17M Buy
10,316
+548
+6% +$62.4K 0.02% 347
2023
Q1 		$1.14M Buy
9,768
+2,094
+27% +$253K 0.02% 304
2022
Q4 		$244K Buy
7,674
+5,755
+300% +$681K 0.01% 512
2022
Q3 		$206K Buy
+1,919
New +$230K 0.01% 508
2020
Q3 		– Sell
-3,498
Closed -$282K – 406
2020
Q2 		$282K Buy
+3,498
New +$279K 0.02% 335

Other funds holding DVY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Savant Capital's DVY Position: Q2 2026 in Review

Savant Capital increased its iShares Select Dividend ETF (DVY) stake by 44% in Q2 2026, buying an estimated $846K and bringing the position to 18,086 shares worth $2.85M. The position accounts for 0.01% of the portfolio, ranked #518.

Savant Capital first reported a position in DVY in Q2 2020 and has held it in 17 quarters since. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

  • Savant Capital held 18,086 shares of iShares Select Dividend ETF worth $2.85M as of Q2 2026.
  • Savant Capital bought 5,496 iShares Select Dividend ETF shares in Q2 2026, an estimated $846K.
  • iShares Select Dividend ETF made up 0.01% of Savant Capital's portfolio in Q2 2026, its #518 holding.
  • Savant Capital first reported a position in iShares Select Dividend ETF in Q2 2020 and has held it in 17 quarters since.
  • 1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.